Scarborough Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Scarborough Advisors’s Portfolio USMV Stock Details USMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-742	Closed	–	–	662
2026 Q1	$0	Hold	742	–	–	﹤0.01%	782
2025 Q4	$0	Hold	742	–	–	﹤0.01%	481
2025 Q3	$0	Hold	742	–	–	﹤0.01%	491
2025 Q2	$0	Buy	+742	New	+$68.3K	﹤0.01%	502
2024 Q3	–	Sell	-760	Closed	-$63.8K	–	423
2024 Q2	$63.8K	Hold	760	–	–	0.03%	84
2024 Q1	$63.5K	Sell	760 -3,783	-83%	-$305K	0.03%	84
2023 Q4	$355K	Sell	4,543 -33,673	-88%	-$2.51M	0.07%	61
2023 Q3	$2.77M	Sell	38,216 -15,404	-29%	-$1.15M	0.67%	36
2023 Q2	$3.99M	Buy	53,620 +1,923	+4%	+$141K	0.95%	28
2023 Q1	$3.76M	Buy	51,697 +24,981	+94%	+$1.8M	0.95%	29
2022 Q4	$1.93M	Buy	26,716 +606	+2%	+$43.1K	0.52%	39
2022 Q3	$1.73M	Buy	26,110 +236	+0.9%	+$17K	0.54%	38
2022 Q2	$1.82M	Buy	25,874 +7,590	+42%	+$556K	0.62%	35
2022 Q1	$1.42M	Buy	18,284 +825	+5%	+$62.5K	0.45%	33
2021 Q4	$1.41M	Buy	+17,459	New	+$1.35M	0.49%	33

Other funds holding USMV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Scarborough Advisors's USMV Position: Q2 2026 in Review

Scarborough Advisors sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026, closing a stake of 742 shares.

Scarborough Advisors first reported a position in USMV in Q4 2021 and held it in 15 quarters. The position peaked at $3.99M in Q2 2023. 377 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Scarborough Advisors reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
Scarborough Advisors sold 742 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026.
Scarborough Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and held it in 15 quarters.
Scarborough Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $3.99M in Q2 2023.
377 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.